LW

LeConte Wealth Management, LLC

13F
LeConte Wealth Management, LLC
Last update 2025-05-13 56 Stocks (0 new)
Value $157.00 Mil Turnover 0 %
Countries:
Top Holdings: RSP(20.56%)DLY(9.98%)DBL(9.35%)DSL(8.51%)IJH(6.75%)
Summary Stock Picks Current Portfolio
LeConte Wealth Management, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RSP
Invesco S&P 500 Equal Weight ETF
186,265
32,266.7
0%
20.560
0%
0.050
+12.29%
+6.35%
73,119.3
 
DLY
DoubleLine Yield Opportunities Fund
972,938
15,664.3
0%
9.980
0%
2.010
+4.68%
+2.12%
749.7
Asset Management
DBL
Doubleline Opportunistic Credit Fund
Doubleline Opportunistic Credit Fund
938,344
14,666.3
0%
9.350
0%
5.120
+1.30%
+3.20%
289.4
Asset Management
DSL
DoubleLine Income Solutions Fund
1,059,347
13,358.4
0%
8.510
0%
0.950
+5.82%
+2.14%
1,390.0
Asset Management
IJH
iShares Core S&P Mid-Cap ETF
181,608
10,596.9
0%
6.750
0%
0.010
+14.22%
+2.75%
97,315.4
 
SCHY
Schwab International Dividend Equity ETF
Schwab International Dividend Equity ETF
412,593
10,471.6
0%
6.670
0%
1.060
+15.15%
+21.14%
1,188.0
 
QQQE
Direxion Nasdaq-100 Equal Weighted Index Shares
Direxion Nasdaq-100 Equal Weighted Index Shares
116,554
10,162.3
0%
6.480
0%
0.840
+16.85%
+10.93%
1,237.2
 
VCLT
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
83,642
6,349.2
0%
4.050
0%
0.040
+2.44%
+3.17%
10,304.5
 
VKI
Invesco Advantage Municipal Income Trust II
Invesco Advantage Municipal Income Trust II
733,656
6,265.4
0%
3.990
0%
1.650
+2.65%
-0.40%
371.7
Asset Management
CIBR
First Trust NASDAQ CEA Cybersecurity ETF
First Trust NASDAQ CEA Cybersecurity ETF
97,906
6,168.1
0%
3.930
0%
0.080
+20.70%
+20.44%
10,104.8
 

LeConte Wealth Management, LLC's Historical Top Holdings Breakdowns

LeConte Wealth Management, LLC Total Holding History ($B)

To

LeConte Wealth Management, LLC's Asset Allocation

To

LeConte Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LeConte Wealth Management, LLC's Hypothetical Growth since 2025-03-31

LeConte Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LeConte Wealth Management, LLC's Holdings Heat Map

Size field:

LeConte Wealth Management, LLC's Holdings Bubble Chart

LeConte Wealth Management, LLC News

  • 1

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